Investments Tracker

$6.00

Track your monthly and yearly contributions towards your 401k (including employer match), Roth IRA, and brokerage account.

Made with love for Google Sheets.

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Start Date: Enter the date you want to start tracking your contributions towards your investments. The rest of the sheet will populate automatically!
Retirement Info: Enter in your current age, your retirement age, and your expected retirement expenses (per year). The "Goal Retirement" will populate based on your answers.
Monthly Contributions: Each month has a section to split your contributions across your investment accounts, and at the end of the month/year, your totals will be calculated.
Annual Goals: In the "Goal" column, set your goals for each contribution type. You can also use this section for the maximum contribution amounts allowed per year (i.e. 401k or Roth IRA)

This includes 1 Google Sheet Template with a total of 1 page.
This is a digital file. NO PHYSICAL ITEMS will be sent.
There are no refunds, returns, exchanges, or cancellations for this digital product. If you have any questions about this product, send me a message and I’ll be happy to help.
This is for personal use only. Redistribution, resale, and any commercial use is strictly prohibited.